Your BEF stage
Survival, Success, Take-Off, Resource Maturity, or Recovery. Located against the real data — not how it feels.
Altitude Audit · From $1,500 + GST
Diagnostic. Audit. Strategy.
Three things in one paid product. One hour on Google Meet with Tristan, your real Xero + sales data reviewed against the Business Evolution Framework. You walk away with a written audit document covering where you are, what the data is hiding, and the three moves to make next.
$1,500 is the starting point. For more complex businesses or larger data sets, we agree the investment before booking. The Altitude Audit is a standalone product. It's not a sales call for coaching and isn't a prerequisite for coaching either. Apply for coaching separately if that's what you want — the free 30-minute discovery call is the entry there.
Real clients · real years
20Active 1:1 clients
8 yrsLongest active
5Multi-year (4+)
4Cities · global
The Altitude Audit uses the same Business Evolution Framework I've been using with clients for 8 years. Real data, real findings, real audit document. See case studies →
What you walk away with
01
02
03
04
05
06
Six things in the written plan.
Layer scores
All five BEF layers scored against your numbers. The weakest layer is the one to fix first.
The Engine read
People, Systems, Money — which one is the growth barrier right now and why. Half of every owner problem traces here.
Cash position
Real buffer days from your Xero, anchor-client concentration from your sales data, margin trajectory across the last 3-12 months.
Three 90-day moves
Specific to your business, your stage, your data. Each with expected outcome, rough timeline, and the order to run them in.
What to ignore
As important as the moves themselves. The three things at your stage that look urgent but aren't — usually where last quarter's effort went.
Sample audit · anonymised
What the document looks like.
A 12-15 page PDF, table of contents below. Each section opens with the headline finding, then the data behind it, then the recommendation. Plain English, no jargon, no consultancy padding. Real client names and numbers redacted in the sample.
Book to see yours →Table of contents
01 — Executive summaryp.1
02 — BEF stage locationp.2
03 — Five-layer scoringp.3–4
04 — The Engine readp.5
05 — Cash & concentrationp.6–7
06 — Three 90-day movesp.8–10
07 — What to ignorep.11
08 — Stop / continue / referp.12
How it works
Four steps · usually 7-10 days end to end.
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Step 01
Pay & book · $1,500
Direct booking, no qualifying call required. The Altitude Audit is a standalone paid product — pay via Stripe below, pick a slot, and we move to data prep.
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Step 02
Data prep
Two things, in parallel: (1) last 12 months Xero export (or MYOB / your P&L equivalent), plus last 12 months sales data and your current org chart with comp bands. (2) A short pre-session questionnaire — where you think the business is, what's actually breaking, what's already been tried. I pre-read both before the call so we don't burn time on context.
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Step 03
The session — 90+ minutes
Google Meet. I walk you through what the data is telling me, you push back, we land the findings together. This isn't a coaching sales pitch — it's the deliverable. Before the session we agree how you want to receive the findings: a verbal debrief immediately after, or a written audit document. Some clients want both — fine.
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Step 04
Deliverable — verbal or written, your call
Most clients want a written audit they can keep — diagnostic findings, BEF location, three 90-day moves, what to ignore. Some prefer a verbal debrief at the end of the session and a one-page summary afterwards. Either works. Both walk out the door — yours to implement, brief another advisor with, or use as the foundation if you separately apply for coaching afterwards.
Ready when you are
Pay (from $1,500) + book your slot.
Single payment via Stripe, then pick a 1-hour slot on the next page. Data-prep checklist lands in your inbox immediately after booking.
2 audits per week · next available 2–3 weeks out
Pay (from $1,500) · secure checkout →
Or hold a slot first
Stripe · Visa, Mastercard, Amex · invoice on request
My guarantee.
If the written audit doesn't surface at least three findings you didn't already know, tell me on the follow-up and I'll refund the $1,500 in full. The audit document is yours either way.
Want coaching instead? Apply directly.
Coaching has its own free funnel — short application, then a 30-minute discovery call. You don't need the Altitude Audit first. The Diagnostic is for owners who want a paid, data-backed audit as a standalone product, with no commitment to anything that follows.
Later in 2026
A fully AI-powered version of the Altitude Audit is in development — automated analysis, AI-generated follow-up questions, full written report on a faster turnaround. Register interest to be first to know when it's available.
Why we need the real data
Owners describe their business. Numbers describe their business.
Most owners I work with are off by 20-40% on their own buffer days, off by half on real margin per client, and significantly wrong about where the work hours actually go. The data isn't there to catch you out — it's there to surface what the operating story is hiding.
From Xero / MYOB / your books
- → Real operating margin trajectory · 12 months
- → Cash buffer in operating days, not dollars
- → Hidden cost-line growth (the categories that crept)
- → AR-cycle reality vs. your terms
- → Tax + super provisioning vs. accrued
From sales data · last 12 months
- → Real revenue concentration · top 5 clients
- → Win-rate by deal size and source
- → Retainer vs. project mix and trajectory
- → Pipeline-to-close lag in days
- → Client-tenure and churn pattern
Data handling, retention and NDA terms confirmed in writing before invoice.
Who the Altitude Audit is for
Clear, before you apply.
A good fit
- + B2B service business, $1M–$10M revenue
- + 12+ months of clean Xero / accounting data available
- + You want a real opinion, not a hype merchant
- + You're considering coaching but want data-backed clarity first
- + You can act on the plan within 90 days
Not a fit
- ✕ Pre-revenue or under $500K — the work is finding product-market fit, not the BEF
- ✕ Books are too messy to extract meaningful trends
- ✕ You're shopping for someone to tell you you're crushing it
- ✕ Allied health / IT / accounting / small operators
- ✕ Looking for a coach to make decisions you should make
Pay, book, get the audit.
The Altitude Audit is a standalone paid product. Stripe + Google Calendar above. The written audit walks out the door either way.
No drip sequence · No upsell on the call · Audit delivered either way
Want coaching not an audit? Apply directly here →